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Texting is NOT secure messaging. Â DO NOT include any PHI in any texting correspondence. |

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You'll find the Client Communications tool located at the top of the Client Menu.Â
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Send A Text Message

Clicking Send Message will open up the window to create a message with the option to select the type of message you'd like to send. |

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Message

The Send Message option will send a text message to the client with no response from client. Â A good example of this would be a reminder to complete paperwork or bring in completed paperwork to your next appointment. |

🛈 Learn how Messages work |
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Multiple Choice Question

The Multiple Choice Question option is used to create a message for the client with the expectation that there will be a response from the client. Â This is where you'll enter your question as well as the response options for the client. |

🛈 Learn how Multiple-Choice Questions work |
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Add Client Contact Log
Once a message is sent to the client, a log of this is automatically created but you can manually add to this log as well. ![]() |
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The Staff Involved will automatically populate with the user's name, but there is also a drop-down menu to select other staff if you are entering the log on behalf of someone else. Choose:
 Date Contacted will automatically populate with the current date and the time, rounded to the nearest five(5) minutes. Next Contact Date is optional but allows you to create a follow-up alert, should there be any reason for follow-up on this particular contact.  |

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Next Contact Date
If you enter a Next Contact Date, you'll find the alert for the follow-up at the top of the Care Team screen. |
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The alert is blue when the follow-up is set and up until that set time has been reached. ![]() |
The alert will change to red once the set follow-up deadline has been reached. ![]() |































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